See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 12 · EIN 94-3112180 | Investment management fees paid direc... | $249,276 |
ULLICO7+ years Filed as: ULLICO/TRUST FUND ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $175,276 |
WILSON-MCSHANE CORPORATION4 years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 43-6051454 | Contract Administrator | $93,264 |
Service code 29 · EIN 43-1174269 | Legal | $89,272 |
BENESYS, INC.7+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $51,019 |
Filed as: PRUDENTIAL TRUST Service code 28 · EIN 22-1211670 | Investment Management | $42,943 |
ULLICO3 years Filed as: ULLICO INFRASTRUCURE TAX EXEMPT FUN Service code 28 · EIN 90-0622302 | Investment Management | $38,441 |
CONSTRUCTION BENEFITS AUDIT CORP7+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $37,735 |
THE SEGAL COMPANY7+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $35,000 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 50 · EIN 46-0619194 | Direct Payment | $27,298 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 7.11% | -8.26%+15.4pp | -5.84%+13.0pp | 2.77%+4.3pp |
| Employer contribution / active EE | $8,905 | $12,543-29.0% | $31,839-72.0% | $15,262-41.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |